Team, roles and kiosk

The roles

There are three roles. The Owner can do everything, including payments, licences, invoices and text credit. A Manager can manage staff, set up the venue and see every booking. Staff work at the front desk, using Today, Calendar and, if you have them, Appointments, Waiting list and Gift cards.

Inviting a manager

1. Go to Team and, under Invite someone as a manager, fill in their Name and Email.

2. Click Send invitation.

   The manager receives an email and chooses their own password.

Staff with a PIN

Staff log in on the front desk tablet with a four digit PIN. This is part of the Team and kiosk module, which you switch on under Licences and invoices.

1. Under Staff with a PIN, fill in the Name and a PIN (4 digits), then click Add staff member.

   The person appears under Team members with Logs in with a PIN.

2. To give someone a new PIN, use Change PIN next to that team member.

   You'll see PIN updated.

Using the front desk tablet as a kiosk

1. In Team, copy the Address for the front desk tablet and open it on the tablet. Add it to the home screen.

   The address on its own doesn't give anyone access.

2. The first time, log in on the tablet as the owner or a manager and choose Lock (kiosk) at the bottom of the menu.

   The tablet is now linked and shows the PIN screen.

3. Staff tap in their own PIN.

   Everything a person does is recorded under their name in the Log.

4. Under Auto lock, enter after how many minutes without being touched the tablet returns to the PIN screen, and click Save.

   0 switches it off.

Your own account

1. Go to My account.

   You'll see Change PIN, Change password and Language.

2. Under Change password, enter your new password twice and click Save.

   You'll see Password updated.